Wealth Enhancement Group, an independent wealth management firm that oversees approximately $9.6 billion in client assets*, has announced that three financial advisors from their Darien, CT office received the 2018 Five Star Wealth Manager award.
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. Five Star Professional conducts this research to help consumers with the decision of selecting a service professional in their area. They have partnered with Connecticut Magazine to recognize these professionals and highlight their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, “Having three financial advisors in our Darien office receive the 2018 Five Star Wealth Manager award is an honor and a credit to the advisors’ ability to serve their clients and help them meet their financial objectives. They take great pride in identifying clients’ unique financial needs and organizing a plan to help them reach those goals.”
2018 Connecticut Five Star Wealth Manager award recipients are:
- David Himmelreich, 2018 winner
- Gerard Zopfi, Jr., two-year winner (2017-2018)
- Paul Papapostolou, two-year winner (2017-2018)
About the Research Process
Candidates for the award are judged on ten eligibility and evaluation criteria that are associated with providing quality services to clients. These criteria include: Industry credentials, experience and assets under management, number of households served, among other factors. Professionals do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Wealth managers are defined as the individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan.
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has offices in Minnesota, Iowa, Illinois, Connecticut, New York, Pennsylvania, Texas and Florida.
*as of 11/30/18
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has offices nationwide.